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Bel Air Investment Advisors’s Loews L Stock Holding History

Bel Air Investment Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$293K Hold
6,260
– – 0.04% 95
2013
Q2 		$278K Buy
+6,260
New +$280K 0.04% 99

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bel Air Investment Advisors's L Position: Q3 2013 in Review

Bel Air Investment Advisors held its Loews (L) position steady in Q3 2013 at 6,260 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #95.

Bel Air Investment Advisors first reported a position in L in Q2 2013 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold L as of Q3 2013.

  • Bel Air Investment Advisors held 6,260 shares of Loews worth $293K as of Q3 2013.
  • Bel Air Investment Advisors left its Loews share count unchanged in Q3 2013.
  • Loews made up 0.04% of Bel Air Investment Advisors's portfolio in Q3 2013, its #95 holding.
  • Bel Air Investment Advisors first reported a position in Loews in Q2 2013 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Loews as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.